Registered Financial Planner (RFP)

Objectives
· To provide a comprehensive working knowledge in the five main pillars of financial planning  i.e 
   insurance & risk management, investment, taxation, retirement and estate planning
· Providing a UNIFORMLY Recognized Financial Planning designation to financial planners
· Regulating and promoting Financial Planning activities by setting ethics and practice standards 
   that benefit Consumers


RFP Designation
· Candidates must have successfully completed all seven (7) modules of the RFP programme,
· Submit an application to the Malaysian Financial Planning Council (MFPC) for conferment of the
   status of Registered Financial Planner (RFP) designation, and
· Understand and abide to all rules, regulations and conditions prescribed by the MFPC


Entry Requirement
· SPM or its equivalent, with passes in at least 6 subjects including English and Mathematics

Syllabus
Module 1 Fundamentals of Financial Planning
Module 2 Risk Management & Insurance Planning
Module 3 Investment Planning
Module 4 Tax Planning
Module 5 Estate Planning
Module 6 Retirement Planning
Module 7 Applications in Financial Planning


Method of Study
· By Course & Examination
· By Self Study & Examination